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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS6 years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $7,900 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,284 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,179 | $69,774+27.8% | $67,561+32.0% | $74,429+19.8% |
| Participation rate | 86.2% | 71.4%+14.8pp | 72.9%+13.3pp | 67.2%+19.0pp |
| Annual return | 12.53% | -40.53%+53.1pp | 3525.44%-3512.9pp | 1368.38%-1355.8pp |
| Employer contribution / active EE | $2,433 | $2,710-10.2% | $2,735-11.0% | $2,625-7.3% |
| Participant deferral / active EE | $4,682 | $3,636+28.8% | $4,003+17.0% | $4,348+7.7% |
| Admin fee / account holder | $23 | $890-97.4% | $4,006-99.4% | $1,944-98.8% |